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Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • NON-DISCRETIONARY INVESTMENT ADVICE

From the firm’s Form ADV. Read the guides:

Current Employers
Independent Financial Partners

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-10-06
  • CO RA
    APPROVED
    Since 2025-10-06

Branch Locations

3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States

1800 Glenarm Place Suite 1003, Denver, CO 80202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 09/2012 08/2025
Cosyntris Advisory Network Denver CO 08/2013 11/2020
Bdo Wealth Advisors, Llc Denver CO 12/2020 11/2023
Choreo, Llc Denver CO 11/2023 10/2025
Ifp Securities, Llc Tampa FL 10/2025 Present
  • 09/2012 → 08/2025
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 08/2013 → 11/2020
    Cosyntris Advisory Network
    Denver, CO
  • 12/2020 → 11/2023
    Bdo Wealth Advisors, Llc
    Denver, CO
  • 11/2023 → 10/2025
    Denver, CO
  • 10/2025 → Present
    Ifp Securities, Llc
    Tampa, FL
Previous Registrations
Other Businesses

(1) Micah J. Lang Revocable Trust, Micah Lang TTEE - not investment related - 9014 Martin Luther King Jr. Blvd - real estate - trustee - start date Jul 1, 2016 - one hour/month - Residential property manager (2) MJL Consulting Inc. - not investment related - 9014 Martin Luther King Jr. Blvd - pass-through S-Corp - consultant - start date Oct 31, 2008 - one hour/month - pass-through entity with no active business operations (3) Ash Brokerage - not investment related - 888 S. Harrison St., Suite 900 Fort Wayne, IN 46802 - fixed insurance brokerage - agent - start date Oct 6, 2025 - one hour/month - fixed insurance business conducted through Ash Brokerage

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-23
S63 Uniform Securities Agent State Law Examination 1998-08-28
  • S65 Uniform Investment Adviser Law Examination
    1998-10-23
  • S63 Uniform Securities Agent State Law Examination
    1998-08-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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